Integrate Onpipeline with MeisterTask
Send information between Onpipeline and MeisterTask automatically, without writing any code, using Zoho Flow.
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Create a project within MeisterTask for every accomplished deal in Onpipeline
Promptly kickstart projects for closed deals to reduce any downtime. This flow will create a new project in MeisterTask for every deal won in your Onpipeline.
How it works
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow creates a new project in MeisterTask.
Create a project within MeisterTask for every accomplished deal in Onpipeline
Onpipeline + MeisterTask
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Supported triggers and actions
Integrate Onpipeline and MeisterTask using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal updated
Triggers when the details of an existing deal are updated
Deal updated as won
Triggers when the status of a deal is updated as won
Deal updated as deleted
Triggers when the status of a deal is updated as deleted
Person added
Triggers when a new contact person is added
Event updated
Triggers when a calendar event is updated
Deal updated as lost
Triggers when the status of a deal is updated as lost
Deal updated as open
Triggers when the status of a deal is updated as open
Organization created
Triggers when a new organization is created
Event created
Triggers when a new calendar event is created
Note added
Triggers when a new note is added
Deal created
Triggers when a new deal is created
New project
Triggers when a new project is created
New task in section
Triggers when a new task is added in the selected section
New person
Triggers when a new person is added to a project
New section
Triggers when a new section is created
New task
Triggers when a new task is created
Task completed
Triggers when a task is completed
New task in project
Triggers when a new task is created in the selected project
All Actions - Actions are the automated tasks
Add organization
Adds a new organization
Add note
Adds a new note
Add action menu
Adds a new action menu
Add lead
Creates a new lead
Add widget
Adds a new widget
Create deal
Creates a new deal
Update person
Updates the details of an existing contact person
Update organization
Updates the details of an existing organization
Update deal
Updates the details of an existing deal
Undelete deal
Restores a deleted deal and set the status to open
Add person
Adds a new contact person
Fetch person
Fetches the details of an existing person by full name
Fetch organization
Fetches the details of an existing organisation by name
Fetch event
Fetches the details of an existing event by ID
Remove widget
Removes an existing widget using link ID
Remove action menu
Removes an existing action menu using link ID
Search deal
Finds the details of an existing deal by deal ID, status, pipeline, stage, owner ID, or product name.
Create tag
Creates a new tag in the selected project
Create task
Creates a new task in the selected section
Create comment
Creates a new comment in a specific task
Create section
Creates a new section in the selected project
Add tag to task
Creates a new tag in the selected task
Create project
Creates a new project
Update task
Update task by specific task id.
Update project
Updates the details of an existing project
Update section
Update section by specific section id.
Fetch project
Fetches the details of an existing project using project ID
Fetch section
Fetches the details of an existing section using section ID
Fetch person
Fetches the details of an existing person using unique ID
Fetch task
Fetches the details of an existing task using task ID
What is Onpipeline?
Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.
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What is MeisterTask?
MeisterTask is a collaborative project management tool. You can visually plan projects, add relationships among tasks, and track your team's progress.
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